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Artificial Intelligence • Software • Analytics • Financial Services
Build and lead Curinos’s Client Value Management function, including its operating model, governance, team, coverage model, and performance frameworks. Own enterprise portfolio gross revenue retention, identify systemic renewal risks, lead executive escalations, sponsor strategic accounts, and present portfolio health to executives, the board, and investors. Influence product and delivery priorities through client insights while driving predictable renewal outcomes during platform transitions.
Top Skills:
AIData AnalyticsEnterprise Software
Artificial Intelligence • Software • Analytics • Financial Services
Own revenue operations reporting infrastructure, pipeline analytics, forecasting models, and Excel-based performance reporting. Audit and clean CRM data, maintain classification logic, track pipeline coverage and quota performance, and produce insights and reporting materials for senior commercial leaders. The role requires strong Excel modeling, data-quality discipline, CRM familiarity, AI literacy, and communication with nontechnical stakeholders.
Top Skills:
ChatgptClaudeExcelPower BISalesforceSQLTableau
Artificial Intelligence • Software • Analytics • Financial Services
Leads client-facing financial services advisory projects from strategy development through delivery. Responsibilities include managing project teams, developing analytical frameworks, presenting insights to senior banking executives, supporting business development, identifying follow-on opportunities, contributing to thought leadership, maintaining client relationships, and mentoring junior staff. The role requires strong consulting, banking, analytics, project management, communication, and storytelling skills, with weekly travel to client sites.
Top Skills:
Data AnalyticsData Visualization
Artificial Intelligence • Software • Analytics • Financial Services
Own client value realization and gross revenue retention across an enterprise portfolio. Build executive relationships, lead business reviews, develop value plans, identify renewal risks, drive save plans, and support account growth. Translate analytics, products, and advisory capabilities into measurable business outcomes while coordinating cross-functional teams and influencing stakeholders without formal authority.
Top Skills:
AIData AnalyticsSoftware Platforms
Artificial Intelligence • Software • Analytics • Financial Services
Leads the Curinos One AI-powered platform portfolio and manages 2–4 Product Managers. Sets product strategy, drives product-market fit, oversees discovery through commercialization, coaches product talent, and aligns Engineering, UX, Data Science, Sales, Marketing, and Advisory teams. Requires expertise in enterprise SaaS, AI-driven products, customer acquisition, AdTech, MarTech, analytics, and financial services ecosystems.
Top Skills:
AdtechAgileAICustomer Data PlatformsData Clean RoomsIdentity ResolutionMachine LearningMartechMeasurement PlatformsPaid SearchPredictive AnalyticsProgrammatic AdvertisingSaaS
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Artificial Intelligence • Software • Analytics • Financial Services
Leads day-to-day business operations for Professional Services and Advisory, including operating cadence, KPI reporting, PMO governance, staffing, utilization, talent development, profitability oversight, and executive communications. Partners closely with the EVP to coordinate initiatives, manage risks and dependencies, drive accountability, and ensure strategic work delivers measurable business impact.
Artificial Intelligence • Software • Analytics • Financial Services
Leads the team producing bespoke analytics, executive narratives, and client-ready materials for business reviews, renewals, save plans, and value realization. Builds intake, prioritization, quality, capacity planning, and delivery processes while partnering cross-functionally with client management, success, advisory, product, and commercial teams. Coaches a high-output team and develops reusable templates and storytelling standards that improve scalability, cycle time, and executive communication.
Top Skills:
PowerPoint
Artificial Intelligence • Software • Analytics • Financial Services
Own and co-own the roadmap for Curinos One Capture, an acquisition-focused product within a decision intelligence platform. Translate client needs, proprietary data, predictive models, and marketing insights into product requirements, workflows, and customer capabilities. Lead discovery, delivery, launch, measurement, and iteration for quarterly initiatives. Partner with Engineering, Data Science, UX, Sales, Marketing, and stakeholders to improve audience targeting, campaign optimization, acquisition decisions, and measurable customer outcomes.
Top Skills:
Activation PlatformsAgileAICustomer Data PlatformsData Clean RoomsData ScienceIdentity ResolutionMarketing AnalyticsMedia Measurement PlatformsPaid SearchPredictive ModelsProgrammatic Advertising
Artificial Intelligence • Software • Analytics • Financial Services
Leads technical solution architecture for complex B2B platform sales in financial services. Partners with commercial teams and client technology leaders to design integrations, lead discovery, support proofs of concept, address security and scalability concerns, and build compelling business cases. Develops reusable architecture frameworks, sales playbooks, qualification standards, and platform positioning while translating client needs into product and roadmap insights.
Top Skills:
Analytics PlatformsAPIsCdpCRMData Governance PlatformsData LakesIdentity ResolutionMarketing Automation PlatformsSaaS
Artificial Intelligence • Software • Analytics • Financial Services
Own and support the Business & Wealth product roadmap for data-intensive B2B products serving wealth management, business banking, and commercial banking clients. Translate client needs, market data, pricing workflows, and analytics into product requirements and customer-facing capabilities. Conduct discovery, prioritize investments, and partner with Engineering, Data Science, UX, Sales, Marketing, and Product Delivery. Apply financial-services expertise to improve pricing decisions, market intelligence, relationship profitability, and product performance.
Top Skills:
AgileAIData Analytics
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